CNBC Women & Wealth 2023

Women & Wealth

Women are reevaluating their relationship with money at an accelerating rate; from a renewed focus on climbing the ladder and increasing income, to saving smartly for retirement, to starting a business, and prioritizing flexibility without forsaking financial safety. At CNBC’s Women & Wealth, we’ll explore ways that women can increase their income, save for the future, and make the most out of current opportunities.

Speakers

Suze Orman

Suze Orman has been called “a force in the world of personal finance” and a “one-woman financial advice powerhouse” by USA Today. A two-time Emmy Award-winning television host, New York Times mega bestselling author, magazine and online columnist, writer/producer and one of the top motivational speakers in the world today, Orman is undeniably America’s most recognized expert on personal finance.

Orman is the contributing editor to O, The Oprah Magazine, The Costco Connection Magazine and is in her 12th year as host of the award-winning Suze Orman Show, which airs every Saturday night on CNBC. Over her television career, Orman has accomplished that which no other television personality ever has before: Not only is she the single most successful fundraiser in the history of Public Television, but she has also garnered an unprecedented nine Gracie Awards, more than anyone in the 37-year history of the prestigious award. The Gracies recognize the nation’s best radio, television and cable programming for, by and about women.

In January 2013, The Television Academy Foundation’s Archive of American Television honored Orman’s broadcast career accomplishments with her recent inclusion in its historic “Emmy TV Legends” interview collection.

In 2010, Orman was honored with the Touchstone Award from Women in Cable Telecommunications, was named one of “The World’s 100 Most Powerful Women” by Forbes and was presented with an Honorary Doctor of Commercial Science degree from Bentley University. In the same year, Orman received the “Gracie Allen Tribute Award” from the American Women in Radio and Television (AWRT). (The Gracie Allen Tribute Award is bestowed upon an individual who truly plays a key role in laying the foundation for future generations of women in the media.)

In October 2009, Orman was the recipient of a Visionary Award from the Council for Economic Education for being a champion on economic empowerment. In July 2009, Forbes named Orman 18th on their list of “The Most Influential Women In Media.” In May 2009, Orman was presented with an honorary degree Doctor of Humane Letters from the University of Illinois. In May 2009 and May 2008, Time magazine named Orman as one of the “TIME 100, The World’s Most Influential People.” In October 2008, Orman was the recipient of the National Equality Award from the Human Rights Campaign.

In April 2008, Orman was presented with the Amelia Earhart Award for her message of financial empowerment for women. Saturday Night Live has spoofed Suze six times during 2008-2011. In 2007, Businessweek named Orman one of the top 10 motivational speakers in the world—she was the ONLY woman on that list, thereby making her 2007′s top female motivational speaker in the world.

Orman, who grew up on the South Side of Chicago, earned a bachelor’s degree in social work at the University of Illinois, and at the age of 30 was still a waitress making $400 a month.

Lindsay Bryan-Podvin

Lindsay Bryan-Podvin (she/her) is a shame-free certified financial therapist and LMSW specializing in the intersection of money and mental health. In addition to being a financial therapist, she's a speaker, YouTube host, and author of the Plutus-nominated book "The Financial Anxiety Solution." Her areas of expertise are financial anxiety, money shame, and how systems and identities impact a person's money relationship. She's regularly asked for her down-to-earth take on financial wellness for outlets such as Yahoo! Finance, Vox, Forbes, Self, and NPR. She lives with her partner and their dog on unceded Native land known as Michigan.

Patrice Washington

Named by SUCCESS Magazine as one of the Top 25 Influential Leaders in Personal Development, Patrice Washington is a conscious thought-leader, award-winning podcaster, author, sought-after media personality, renowned transformational speaker and hope-restoring/tough-love coach on PBS television series, Opportunity Knock$.

As the Founder of Redefining Wealth, Patrice has built a thriving international community of purpose-driven individuals committed to creating a powerful life weaving together the aspects of their careers, home, health, and personal finances. Through wise teachings and intuitive guidance, Patrice creates a safe environment for Purpose Chasers to dig deeper in exploring and understanding the obstacles that are prohibiting them from making progress. She empowers her international community to look at life through a lens of abundance and opportunity, instead of lack and scarcity.

Consistently called on by top national media outlets such as Good Morning America, CNBC, Cosmopolitan, Women's Health, NBC, Essence Magazine, and more, Patrice is where personal development, spiritual growth and personal finance success converge to create a roadmap for your ultimate success.

Winnie Sun

Winnie Sun is Managing Partner of Sun Group Wealth Partners, and is one of the most trusted and followed financial voices on social media. Her trending business tweetchat averages over 150 MM impressions per week on Twitter.

With more than 20 years of experience in the financial services industry, Winnie serves on the CNBC Financial Advisor Council, is a popular Forbes contributor, is a regular Good Day Los Angeles, Fox News and Digital Trends television contributor.

She is frequently quoted in publications including The Wall Street Journal, CNBC, ABC, The New York Times, Yahoo! Finance, AOL Finance, and many others.

Winnie was previously First Vice President of Wealth Management, Senior Investment Management Specialist and Lead Advisor for the Sun Group at Morgan Stanley Smith Barney.

She serves as the host of LevelUp With Winnie, which airs on NASDAQ (8MM MUV), Amazon FIRE TV, and Roku, executive producer and host of ModernMom Mondays LIVE for Modern Mom (1.6MM MUV) and hosts a daily weekday livestream show on Twitter, Facebook, LinkedIn, Twitch, and YouTube.

Alexandra Carter

Alexandra Carter is a Clinical Professor of Law and the Director of the Mediation Clinic at Columbia Law School. In 2019, Professor Carter was awarded the Columbia University Presidential Award for Outstanding Teaching, Columbia’s highest teaching honor. Her first book, Ask for More: Ten Questions to Negotiate Anything, was published by Simon & Schuster on May 5, 2020 and became an instant Wall Street Journal Business bestseller.

Professor Carter’s teaching and research interests lie in the field of alternative dispute resolution, primarily in mediation and negotiation. She is a leading trainer on negotiation and mediation for many from the private and public sectors, including the United Nations, where she has conducted dozens of workshops for more than 80 nations, U.S. courts and federal agencies; private corporations, such as Bloomberg, Comcast NBCUniversal, Amazon, and Microsoft; and law firms, including Cravath, Swaine & Moore, Morrison & Foerster, Latham & Watkins, Debevoise and Plimpton, Fried Frank, and many others.

Prior to joining the Columbia faculty, Professor Carter was associated with Cravath, Swaine & Moore LLP, where she defended against a multibillion-dollar securities class action lawsuit related to the Enron collapse, served as the senior antitrust associate on several multibillion-dollar mergers, and handled cases involving copyright law. She also worked as an analyst at Goldman Sachs. She is a former U.S. Fulbright Scholar to Taiwan.

Professor Carter received her Juris Doctor degree in 2003 from Columbia Law School, where she earned James Kent and Harlan Fiske Stone academic honors. She also won the Jane Marks Murphy Prize for clinical advocacy and the Lawrence S. Greenbaum Prize for the best oral argument in the 2002 Harlan Fiske Stone Moot Court Competition. After earning her degree, Professor Carter clerked for the Hon. Mark L. Wolf, U.S. District Court for the District of Massachusetts in Boston.

Professor Carter is a frequent media commentator on negotiation and pay equity for women, with appearances on MSNBC’s Morning Joe and MSNBC Live, Hardball with Chris Matthews, the CBS Early Show and NPR Marketplace. She is a contributor for NBC News’ Know Your Value, a news site devoted to helping women grow in their careers and reach their full potential.

Patricia Lizarraga

Patricia Lizarraga is the managing partner of Hypatia Capital, an asset manager focused on investing in women in leadership since 2007. Hypatia Capital Management is the issuer of the Hypatia Women CEO ETF (WCEO), an ETF investing in American public companies with female CEOs, small to mega cap. The WCEO has been nominated for Best Thematic ETF of the Year for the ETF.com Awards, 2023. Hypatia Capital also publishes both the Hypatia Women CEO Index, and the Hypatia Women Hedge Fund Index, both measure and promoting female performance in each asset class. Ms. Lizarraga has over 25 years of merchant banking experience, as well as is a founder of several successful companies. Ms. Lizarraga founded the Grupo del Ande in 1997 and is a founding and former Investment Committee member of Sigma SAFI, a leading asset manager in Peru. Prior to founding Hypatia Capital, she was a Managing Director at Credit Agricole Securities' New York mergers & acquisitions group. She started her merchant banking career at Donaldson, Lufkin & Jenrette.

Ms. Lizarraga serves as an independent board member of Credicorp Ltd. (NYSE:BAP), the largest financial services conglomerate in Peru, where she is Chair of the Audit Committee, and former Chair of the Corporate Governance Committee. She also serves on the Board of Directors of Banco de Credito del Peru, the largest bank in Peru. Ms. Lizarraga also serves as an Independent Trustee of the John Hancock Complex of Funds. She has served as the President of the Privatization Committee of the Toll Roads of Peru. Ms. Lizarraga is a Trustee for the Museum of Art of Lima.

Ms. Lizarraga received her Bachelor of Arts degree, cum laude, from Yale University and her Master of Business Administration from the Harvard Business School.

Sharon Epperson

Sharon Epperson, named one of “12 to Watch in TV News,” can be seen regularly on CNBC television and other media platforms.

As CNBC’s senior personal finance correspondent, Epperson covers the many facets of how people manage, grow and protect their money. Her expertise includes saving and investing for retirement, paying for college, managing mortgage, student loan, credit card and other debt, and building a financial legacy through estate planning.

Preparing your finances for the unexpected is another critical (and personal) aspect of her reporting. In September 2016, Epperson sustained a ruptured brain aneurysm and she nearly lost her life. She has become a staunch advocate for health and wellness issues, raising awareness about brain aneurysms and funding for research. In September 2018, she and her family established “The Sharon Epperson Chair of Research” through the Brain Aneurysm Foundation to provide grants for research on early detection and innovative treatments.

Epperson is a lead contributor to “Invest in You: Ready. Set. Grow.,” a multi-platform financial wellness and education initiative at CNBC in partnership with the micro-investing app Acorns, and developed its companion 8-week learning course and weekly newsletter, “Invest in You: Money 101.” She also contributes to NBC’s TODAY and NBC Nightly News as well as Today.com and NBCNews.com.

Her book, The Big Payoff: 8 Steps Couples Can Take to Make the Most of Their Money-and Live Richly Ever After, was a finalist for the Books for a Better Life Awards, honoring works that have “changed the lives of millions.” She also was a contributing writer for The Experts’ Guide to Doing Things Faster. Her personal finance expertise has been featured in numerous publications, including The Wall Street Journal, The Washington Post, The Boston Globe, USA Weekend, Self, Essence, Ebony and TIME, where she had covered business, culture, social issues and health as a correspondent prior to joining CNBC.

Epperson has numerous industry and civic awards, including the Special Achievement Award from the National Association of Personal Financial Advisors (NAPFA) and the Savvy Inspiration Award from the non-profit, financial empowerment group Savvy Ladies. She won an Alliance for Women in Media’s Gracie Award for Outstanding Online Host for her “Financial Advisor Playbook” video series on CNBC.com. She has received the Vanguard Award for her distinguished career in business and personal finance reporting from the National Urban League Guild, and the All-Star Award from the Association of Women in Communications. She also has won awards from the New York Festivals, the New York Association of Black Journalists and the National Association of Black Journalists.

Epperson is committed to improving financial literacy, particularly in underserved communities. She was invited to the White House during President Obama’s administration to speak about financial literacy and to moderate a public meeting of the President’s Advisory Council on Financial Capability at the U.S. Treasury Department. She also speaks frequently at conferences and events for local and national organizations, colleges and universities about many facets of personal finance.

An adjunct professor at Columbia University’s School of International and Public Affairs, Epperson has also taught courses at Columbia’s Graduate School of Journalism. She enjoys teaching the importance of budgeting and building long-term savings as part of her professional development courses for graduate students.

Epperson received her bachelor’s in sociology and government from Harvard University, a master of international affairs degree from Columbia University, and an honorary doctorate from Carlow University in Pittsburgh. A Pittsburgh native, she has also been inducted into the Hall of Fame at Taylor Allderdice High School, her alma mater.

She currently lives with her husband and two children in Westchester County, N.Y.

AGENDA

1:00 PM

Financial Strategies for a Secure Future

With record high inflation continuing, a recession looming, and 74% of Americans living paycheck to paycheck, the host of the “Women & Money” podcast believes we are in the midst of a financial pandemic. She’ll share advice on how to remain on strong financial footing, and where to best invest your money in 2023.

Suze Orman, Author, Personal Finance Expert
Interviewer: Kristina Partsinevelos, CNBC General Assignment Reporter

Investing in Women

Momentum is continuing to build behind a movement to invest in companies with high female representation, and policies focused gender equity. We’ll examine the link between gender diversity and higher returns, the challenges that still exist when it comes to representation and the road ahead.

Patricia Lizarraga, Hypatia Capital Managing Partner
Interviewer: Julia Boorstin, CNBC Senior Media & Tech Correspondent

Your Money, Your Questions

Economic challenges and unpredictability continue to affect how we spend, save, and invest. Our financial expert is armed with answers to your questions on all things money.

Winnie Sun, Sun Group Wealth Partners Managing Partner
Interviewer: Sharon Epperson, CNBC Senior Personal Finance Correspondent

Strategy Sessions

Redefining Wealth: The 6 Pillars

The “Money Maven” will share her comeback story of rebuilding her life after plunging $2 million into debt, and how that led her to create a new definition of “wealth” based around six holistic pillars that go beyond amassing money and material possessions.

Patrice Washington, Redefining Wealth Founder

*Additional sessions to be announced.

The Psychology of Money: What Drives Our Decisions

Most money decisions are driven not by numbers, but by emotions, particularly for women. We’ll discuss how underlying feelings and motivations, along with cognitive biases, fuels behavior, and tips to achieving financial wellness.

Lindsay Bryan-Podvin, Financial Therapist
Interviewer: Seema Mody, CNBC Global Markets Reporter

Skills Session: How to Ask for More

On average, US women earn nearly 17% less than men, yet are less likely to ask for a raise or promotion, afraid of coming off as pushy or unlikeable. We’ll examine why and learn the best ways to successfully negotiate in order to ask for, and get, what you’re worth.

Alexandra Carter, Columbia Law School Clinical Professor of Law and Director of the Mediation Clinic; Author, “Ask for More: Ten Questions to Negotiate Anything
Interviewer: Sharon Epperson, CNBC Senior Personal Finance Correspondent

The Exchange

Now’s your chance to go straight to the expert and have your questions answered on how you can successfully negotiate in the workplace, as we continue the conversation on how to ask for more.

Alexandra Carter, Columbia Law School Clinical Professor of Law and Director of the Mediation Clinic; Author, “Ask for More: Ten Questions to Negotiate Anything
Interviewer: Sharon Epperson, CNBC Senior Personal Finance Correspondent

3:00 PM